+23.2%
KMI vs APA
+107.6%
-84.4%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.6% |
| 7D | +6.5% | +8.5% | -2.0% | +4.9% |
| 30D | -3.4% | +2.8% | -6.2% | -3.9% |
| 3M | +0.4% | +21.7% | -21.3% | -3.0% |
| 6M | -0.9% | +32.6% | -33.5% | -5.8% |
| YTD | +20.5% | +103.7% | -83.2% | +5.1% |
| 1Y | +23.2% | +101.8% | -78.6% | +7.5% |
| All | +23.2% | +107.6% | -84.4% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded APA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling